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CIK: 0001775530
Total reported value
$335.8M
$335.8M
78 檔
42.3%
The Q4 2024 SEC filing reveals that Oldfather Financial Services, LLC held a total portfolio value of $335.8M, covering 78 public equity positions.
During Q4 2024, Oldfather Financial Services, LLC's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 24.00% | — | -5.24% | |
| 2 | MDY | State Street Spdr S&p Midcap | ETF-Other | 11.20% | -0.28% | -0.39% | |
| 3 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 9.02% | -0.30% | -0.43% | |
| 4 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 5.81% | -0.16% | -0.89% | |
| 5 | IWF | Ishares Russell 1000 Growth | ETF-Other | 4.12% | -0.26% | -2.38% | |
| 6 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 3.47% | +0.28% | +27.56% | |
| 7 | IWD | Ishares Russell 1000 Value E | ETF-Other | 3.05% | -0.06% | +0.63% | |
| 8 | EFA | Ishares Msci Eafe ETF | ETF-Other | 3.01% | +0.06% | +0.95% | |
| 9 | VB | Vanguard Small-cap ETF | ETF-Other | 2.87% | — | +0.27% | |
| 10 | IWO | Ishares Russell 2000 Growth | ETF-Small Cap | 2.82% | — | +0.36% | |
| 11 | IJJ | Ishares S&p Mid-cap 400 Valu | ETF-Other | 2.54% | +0.13% | +1.00% | |
| 12 | IJK | Ishares S&p Mid-cap 400 Grow | ETF-Other | 2.46% | — | +1.21% | |
| 13 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 2.33% | -0.02% | — | |
| 14 | IWN | Ishares Russell 2000 Value E | ETF-Small Cap | 2.12% | — | +0.08% | |
| 15 | WFC | Wells Fargo & Co | Stock-Financials | 1.60% | +0.12% | -7.70% | |
| 16 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 1.44% | — | -0.31% | |
| 17 | EEM | Ishares Msci Emerging Market | ETF-Emerging Markets | 1.31% | — | +1.83% | |
| 18 | AAPL | Apple Inc | Stock-Tech | 1.19% | +0.12% | -9.29% | |
| 19 | BKE | Buckle Inc/the | Stock-Other | 0.92% | -0.10% | +0.04% | |
| 20 | AXP | American Express Co | Stock-Financials | 0.85% | +0.07% | — | |
| 21 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 0.76% | — | -3.85% | |
| 22 | SCHZ | Schwab US Aggregate Bond ETF | ETF-Other | 0.73% | — | +137.14% | |
| 23 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.64% | — | +12.25% | |
| 24 | BND | Vanguard Total Bond Market | ETF-Other | 0.61% | +0.09% | +102.42% | |
| 25 | SCHX | Schwab US Large-cap ETF | ETF-Other | 0.60% | — | +197.41% | |
| 26 | SCHM | Schwab US Mid Cap ETF | ETF-Other | 0.56% | — | +196.29% | |
| 27 | ETN | Eaton Corporation plc | Stock-Industrials | 0.53% | -0.08% | +0.02% | |
| 28 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.49% | +0.06% | +0.09% | |
| 29 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.43% | +0.06% | — | |
| 30 | MSFT | Microsoft CORP | Stock-Tech | 0.42% | +0.21% | +4.95% | |
| 31 | SCHA | Schwab US Small-cap ETF | ETF-Other | 0.41% | — | +101.22% | |
| 32 | UNP | Union Pacific CORP | Stock-Industrials | 0.38% | — | — | |
| 33 | IWB | Ishares Russell 1000 ETF | ETF-Other | 0.34% | — | -10.09% | |
| 34 | IBDQ | Ishares Ibonds Dec 2025 Term | ETF-Other | 0.32% | -0.36% | EXIT | |
| 35 | VO | Vanguard Mid-cap ETF | ETF-Other | 0.31% | — | -1.28% | |
| 36 | IBM | Intl Business Machines CORP | Stock-Tech | 0.30% | +0.03% | — | |
| 37 | IBDR | Ishares Ibonds Dec 2026 Term | ETF-Other | 0.29% | — | — | |
| 38 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 0.28% | — | +0.08% | |
| 39 | USB | US Bancorp | Stock-Financials | 0.27% | — | — | |
| 40 | ACWX | Ishares Msci Acwi Ex US ETF | ETF-Other | 0.23% | — | +0.10% | |
| 41 | XLK | Ss Technology Select Sector | ETF-Tech | 0.22% | — | — | |
| 42 | SCHF | Schwab Intl Equity ETF | ETF-Other | 0.20% | — | +103.93% | |
| 43 | HYG | Ishr Ibx Usd Hiyld Cb Etf-ui | ETF-High Yield | 0.20% | — | -5.57% | |
| 44 | DE | Deere & Co | Stock-Industrials | 0.19% | — | +0.34% | |
| 45 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.18% | +0.20% | -1.88% | |
| 46 | BAC | Bank Of America CORP | Stock-Financials | 0.18% | — | +1.18% | |
| 47 | LOW | Lowe's Cos Inc | Stock-Consumer Disc | 0.17% | — | +0.16% | |
| 48 | OEF | Ishares S&p 100 ETF | ETF-Other | 0.17% | — | — | |
| 49 | VZ | Verizon Communications Inc | Stock-Comm Services | 0.17% | — | +0.41% | |
| 50 | MA | Mastercard Inc - A | Stock-Financials | 0.16% | — | -0.73% |
According to official SEC Form 13F filings, Oldfather Financial Services, LLC reported a total U.S. public equity portfolio value of $335.8M across 78 disclosed positions in Q4 2024.
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Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including VOO, MDY, IWM) accounted for 42.3% of total reported equity market value during Q4 2024.
During Q4 2024, Oldfather Financial Services, LLC's top holdings by market value included VOO (24.0%)、MDY (11.2%)、IWM (9.0%). The largest single position, VOO, represented 24.0% of total portfolio value.
In Q4 2024, Oldfather Financial Services, LLC made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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